Momentum
Momentum is a web-based AI revenue orchestration platform that captures information from customer interactions, routes insights and automates execution acros…
What Momentum is
Momentum is a web-based AI revenue orchestration platform that captures information from customer interactions, routes insights and automates execution across revenue systems. After calls, it can produce summaries, identify action items, draft follow-up emails and write extracted insights into CRM fields; its pricing page says it supports updates to 98% of CRM field types. It also identifies churn and upsell signals, analyzes sentiment and can trigger retention workflows. Listed integrations include Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser and Google Docs; Google Calendar and Asana are marked as coming soon. There is no free plan or trial, though custom pilots and startup offers are available through sales. Momentum says it is SOC 2 Type 2 certified, uses Google Cloud Platform managed services, encrypts databases at rest with AES-256 and uses HTTPS with TLS 1.3 in transit.
Good
- Summarizes calls and drafts follow-up emails.
- Can write extracted insights into CRM fields.
- Identifies churn and upsell signals.
- Lists integrations across revenue and meeting tools.
- States AES-256 encryption at rest and TLS 1.3 in transit.
Watch out
- No free plan or free trial.
- Google Calendar and Asana are coming soon.
Who it suits
Momentum suits sales, marketing and customer success teams that want to turn call details into CRM updates and follow-up actions. Teams with fewer than 10 people in GTM may be eligible for its Startup Plan discount on Business or Transformation.
Verdict
Momentum combines post-call workflows with retention signals and CRM updates. Its annual paid plans and lack of a free trial are important considerations for teams evaluating it.
Plans and prices
From Momentum's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Conversation Intelligence Add-On | $30 a month | $30/mo/user · Note-taker and video library |
| Business | $69 a month | $69 user/mo · Slack-based support · Individual-call Ask Momentum · Annual plans |
| Transformation | $99 a month | $99 user/mo · Executive briefs · Premium support · Ask Momentum for calls and accounts · Annual plans |
| Enterprise | Priced on request | Custom pricing · SSO · AI and automation professional services · White-glove onboarding and support |
The facts
Each one read from Momentum's own pages, with the date it was checked.
What it does
- Coming soon integrations
- The integrations page labels Google Calendar and Asana as “Coming soon.”checked 29 Sep 2026
- CRM support
- Its pricing page says CRM extraction supports updates to 98% of CRM field types.checked 29 Sep 2026
- Customer retention
- The product identifies churn and upsell signals, analyzes sentiment, and can trigger automated retention workflows.checked 29 Sep 2026
- Encryption
- Momentum says its databases use AES-256 encryption at rest and its services enforce HTTPS with TLS 1.3 in transit.checked 29 Sep 2026
- Integrations
- The integrations page lists Slack, Salesforce, Zoom, Gong, Google Meet, Chorus, Salesloft, Dialpad, Microsoft Teams, Clari, Webex, Wiser, and Google Docs.checked 29 Sep 2026
- Post-call automation
- Momentum can summarize calls, identify action items, draft follow-up emails, and write extracted insights to CRM fields.checked 29 Sep 2026
- Product
- Momentum describes itself as an AI revenue orchestration platform that captures unstructured data from customer interactions, routes insights, and automates execution across revenue systems.checked 29 Sep 2026
- Security
- Momentum says it is SOC 2 Type 2 certified and hosts its infrastructure on Google Cloud Platform managed services.checked 29 Sep 2026
- Startup offer
- The Startup Plan is for teams with fewer than 10 people in GTM and offers 50% off the Business or Transformation tiers.checked 29 Sep 2026
- Support
- Business includes Slack-based support, while Transformation and Enterprise list premium support.checked 29 Sep 2026
The company
- Company
- The About page identifies Santiago Suarez Ordoñez as CEO, Moiz Virani as CTO, and Ashley Wilson as COO.checked 29 Sep 2026
- Headquarters and founding
- A company LinkedIn profile lists San Francisco as headquarters and 2020 as the founding year.checked 29 Sep 2026
Money
- Trial and pilots
- Momentum says custom pilots and startup offers are available and directs interested teams to contact sales for details.checked 29 Sep 2026
